| Ogorek Anthony Joseph | 12 | $0 | 0.00% | 00.0% | Unchanged |
| Navigoe, LLC | 4 | $0 | 0.00% | +4 | New |
| Plante Moran Financial Advisors, LLC | 1 | $79 | 0.00% | −49−98.0% | Reduced |
| Comprehensive Financial Planning, Inc. | 1 | $79 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 1 | $79 | 0.00% | +1 | New |
| Highland Investment Advisors LLC | 1 | $79 | 0.00% | +1 | New |
| Medallion Wealth Advisors, LLC | 2 | $158 | 0.00% | +2 | New |
| Tounjian Advisory Partners, LLC | 3 | $236 | 0.00% | +3 | New |
| Salem Investment Counselors Inc | 3 | $237 | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 4 | $315 | 0.00% | +4 | New |
| Seneschal Advisors, LLC | 4 | $316 | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 5 | $394 | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 6 | $453 | 0.00% | +6 | New |
| Motco | 6 | $473 | 0.00% | +6 | New |
| Nvest Wealth Strategies, Inc. | 6 | $473 | 0.00% | +6 | New |
| North Star Investment Management Corp. | 8 | $630 | 0.00% | −8−50.0% | Reduced |
| UMA Financial Services, Inc. | 8 | $631 | 0.00% | −8−50.0% | Reduced |
| Quaker Wealth Management, LLC | 9 | $710 | 0.00% | +2+28.6% | Added |
| Mosley Wealth Management | 10 | $788 | 0.00% | 00.0% | Unchanged |
| Berkshire Capital Holdings Inc | 10 | $788 | 0.00% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 10 | $788 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 10 | $788 | 0.00% | 00.0% | Unchanged |
| Davis Capital Management | 10 | $788 | 0.00% | +7+233.3% | Added |
| LRI Investments, LLC | 10 | $788 | 0.00% | +10 | New |
| Plato Investment Management Ltd | 11 | $862 | 0.00% | −4,197−99.7% | Reduced |
| Dunhill Financial, LLC | 11 | $866 | 0.00% | −7−38.9% | Reduced |
| Horizon Investments, LLC | 12 | $945 | 0.00% | −8−40.0% | Reduced |
| Financial Management Professionals, Inc. | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 13 | $1.02K | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 13 | $1.02K | 0.00% | +4+44.4% | Added |
| Burk Holdings LLC | 14 | $1.10K | 0.00% | 00.0% | Unchanged |
| Investors Portfolio Services LLC | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 16 | $1.26K | 0.00% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 19 | $1.50K | 0.00% | +19 | New |
| BankPlus Trust Department | 21 | $1.66K | 0.00% | 00.0% | Unchanged |
| Vanguard National Trust Co | 24 | $1.89K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Trust Co of Chambersburg PA | 20 | $2.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 26 | $2.05K | 0.00% | +2+8.3% | Added |
| DiNuzzo Private Wealth, Inc. | 27 | $2.13K | 0.00% | +1+3.8% | Added |
| Highline Wealth Partners LLC | 28 | $2.21K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 28 | $2.21K | 0.00% | +7+33.3% | Added |
| Manchester Capital Management LLC | 29 | $2.29K | 0.00% | −890−96.8% | Reduced |
| First Pacific Financial | 30 | $2.36K | 0.00% | −93−75.6% | Reduced |
| Wilkerson Advisory Group LLC | 31 | $2.44K | 0.00% | 00.0% | Unchanged |
| Torren Management, LLC | 32 | $2.52K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 34 | $2.68K | 0.00% | 00.0% | Unchanged |
| Manning & Napier Advisors LLC | 38 | $2.75K | 0.00% | +38 | New |
| MidFirst Bank | 36 | $2.84K | 0.00% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 36 | $2.84K | 0.00% | +7+24.1% | Added |
| Bogart Wealth, LLC | 36 | $2.84K | 0.00% | +13+56.5% | Added |
| TD Private Client Wealth LLC | 37 | $2.92K | 0.00% | +12+48.0% | Added |
| Raffa Wealth Management, LLC | 37 | $2.92K | 0.00% | +19+105.6% | Added |
| Montag A & Associates Inc | 40 | $3.15K | 0.00% | 00.0% | Unchanged |
| Prestige Wealth Management Group LLC | 41 | $3.23K | 0.00% | 00.0% | Unchanged |
| Cornerstone Financial Management LLC | 43 | $3.39K | 0.00% | +8+22.9% | Added |
| Rialto Wealth Management, LLC | 44 | $3.47K | 0.00% | +15+51.7% | Added |
| Planning Strategies Inc. | 44 | $3.47K | 0.00% | +44 | New |
| JPL Wealth Management, LLC | 45 | $3.55K | 0.00% | +45 | New |
| ORG Wealth Partners, LLC | 50 | $3.94K | 0.00% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 50 | $3.94K | 0.00% | −7−12.3% | Reduced |
| Capital Advisors, Ltd. LLC | 50 | $4.00K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 52 | $4.10K | 0.00% | −1−1.9% | Reduced |
| Hughes Financial Services, LLC | 58 | $4.57K | 0.00% | +1+1.8% | Added |
| Performa Ltd (US), LLC | 60 | $4.73K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 67 | $5.00K | 0.00% | +12+21.8% | Added |
| Parkside Financial Bank & Trust | 64 | $5.04K | 0.00% | +9+16.4% | Added |
| Anchor Investment Management, LLC | 69 | $5.44K | 0.00% | +29+72.5% | Added |
| Asset Dedication, LLC | 75 | $5.91K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 80 | $6.30K | 0.02% | +80 | New |
| Rakuten Securities, Inc. | 86 | $6.78K | 0.00% | −122−58.7% | Reduced |
| Elequin Capital LP | 88 | $6.93K | 0.00% | +88 | New |
| Avion Wealth | 97 | $7.00K | 0.00% | +13+15.5% | Added |
| Tower View Investment Management & Research LLC | 90 | $7.09K | 0.00% | 00.0% | Unchanged |
| Allied Private Wealth LLC | 92 | $7.15K | 0.00% | +92 | New |
| High Note Wealth, LLC | 93 | $7.33K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 94 | $7.41K | 0.00% | −327−77.7% | Reduced |
| JFS Wealth Advisors, LLC | 96 | $7.56K | 0.00% | +16+20.0% | Added |
| Sachetta, LLC | 97 | $7.64K | 0.00% | +1+1.0% | Added |
| MCF Advisors LLC | 99 | $7.80K | 0.00% | 00.0% | Unchanged |
| Aspect Partners, LLC | 100 | $7.88K | 0.00% | −29−22.5% | Reduced |
| Trust Co of Toledo NA | 100 | $7.88K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 100 | $7.88K | 0.00% | 00.0% | Unchanged |
| New England Capital Financial Advisors LLC | 100 | $7.88K | 0.00% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 100 | $8.00K | 0.00% | +100 | New |
| Valued Wealth Advisors LLC | 108 | $8.51K | 0.00% | −8−6.9% | Reduced |
| Brown, Lisle/Cummings, Inc. | 110 | $8.67K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 110 | $8.67K | 0.00% | +17+18.3% | Added |
| Wealth Enhancement Trust Services, Inc. | 118 | $9.30K | 0.00% | +118 | New |
| Country Trust Bank | 119 | $9.38K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 125 | $9.85K | 0.00% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 136 | $10.7K | 0.00% | +136 | New |
| Glen Eagle Advisors, LLC | 139 | $11.0K | 0.00% | 00.0% | Unchanged |
| Atlantic Union Bankshares Corp | 150 | $11.8K | 0.00% | −100−40.0% | Reduced |
| McDonald Partners LLC | 165 | $13.0K | 0.00% | +165 | New |
| Rossby Financial, LCC | 170 | $13.4K | 0.00% | +16+10.4% | Added |
| Center for Financial Planning, Inc. | 170 | $13.4K | 0.00% | −200−54.1% | Reduced |
| Silver Grove Financial Group, Inc. | 172 | $13.6K | 0.01% | +127+282.2% | Added |
| Signature Equity Partners, LLC | 174 | $13.7K | 0.01% | −106−37.9% | Reduced |
| Elevated Capital Advisors, LLC | 175 | $13.8K | 0.00% | −496−73.9% | Reduced |
| Bell Investment Advisors, Inc | 177 | $13.9K | 0.00% | +5+2.9% | Added |